DJM Financial | Northwestern Mutual Private Client Group
Financial Services
18575 Jamboree Road
34 employees
- Employees
- 34
- Contacts
- 2
- Emails
- 2
- Phones
- 2
DJM Financial | Northwestern Mutual Private Client Group Overview
- Headquarters
- 18575 Jamboree Road
- Website
- djmfinancial.com
- Industry
- Financial Services
- Employees
- 34
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About DJM Financial | Northwestern Mutual Private Client Group
Financial independence doesn’t happen by chance, it results from expert strategic planning. That’s why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits. While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.
DJM Financial | Northwestern Mutual Private Client Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
DJM Financial | Northwestern Mutual Private Client Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Patrick J. Stoll Cfp®, Ricp® | Private Wealth Advisor at Djm Financial |
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|
|
| My Dinh | Private Wealth Analyst at Djm Financial |
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|
|
| Christa Jacob, Cpa | Director of Special Projects | Irvine, California, United States |
Email
Phone
|
| Thomas Cary | Director of Operations at Djm Financial | Los Angeles Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
9 profiles
Director
4 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| Sales | 3 | 3 | 1 |
| General | 1 | 1 | 1 |
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